Personalized medicine

Personalized medicine

We are in the very early innings of a shift toward a broader application of personalized medicine, where therapies will be targeted to a particular patient based on that individual’s DNA, RNA, and genetic composition.

Many companies are making great strides in cell and gene therapy to help in the diagnosis and treatment of cancers and genetic diseases.

Lonza (LONN SW)

Lonza manufactures small- and large-molecule therapies, and opened the world’s largest dedicated cell and gene therapy facility in 2018.

  • There are hundreds of cell and gene therapy treatments in various phases of development.
  • In order to ramp production and ultimately commercialize these therapies, biopharma companies need contract development manufacturing organizations (CDMOs) like Lonza.
  • Rather than trying to forecast at this stage which individual businesses will be successful, we are invested in Lonza, which has a solid CDMO businesses.

As screen time becomes a core aspect of daily life, some providers stand to enjoy considerable longer-term growth.

screen time

A decade ago, we noticed that how people see their pets had changed. Rover wasn't just there to fetch slippers anymore—he was a bona fide family member—providing certain sectors and companies with long-term advantages.

of pets

With more than 80 million mobile phone peer-to-peer payment users in the United States alone, electronic money transfers, e-commerce transactions, and one-button checkout are taking share from cash and physical credit card payments—and giving companies with certain structural advantages an edge.

e-Commerce and
payment processing

Self-driving vehicles are only in the testing phase; the opportunity for semiconductor companies to supply these markets is already growing at above-market rates.

Autonomous and
electric vehicles

Most companies now recognize that digital marketing's essential for growth—and their investments are driving growth in data-driven tools on social media, mobile applications, email, search engines, and websites.


5G technology will improve wireless speeds and let users connect to more devices at once, facilitating the Internet of Things. The rapid growth in connected devices and systems will drive carriers to invest rapidly in 5G networks.

5G connectivity and
the Internet of Things

COVID-19 has driven major changes in consumer-purchasing preferences, human communication, and workflows. We are identifying companies across a multitude of industries that will be beneficiaries once the dust settles.


The demand for cloud computing is on the rise as more businesses find it essential to transition their on-site information technology systems to the cloud.

Our philosophy is simple: growth potential, but make it durable.